+473.0%
ADI vs SEI
+644.4%
-171.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +5.1% | -0.2% | +4.0% |
| 7D | +4.6% | +22.6% | -18.0% | +0.9% |
| 30D | -1.2% | +9.1% | -10.3% | -2.9% |
| 3M | -7.8% | -11.3% | +3.5% | -7.0% |
| 6M | +19.3% | +22.0% | -2.7% | +13.9% |
| YTD | +40.9% | +47.3% | -6.4% | +29.4% |
| 1Y | +54.5% | +124.8% | -70.3% | +31.3% |
| 3Y | +123.4% | +591.3% | -467.8% | +42.8% |
| 5Y | +142.3% | +1,008.2% | -865.9% | +32.9% |
| All | +473.0% | +644.4% | -171.4% | +208.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SEI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling